SAP Customer Relationship Management > Trade Promotion Management > Trade Funds Management

Trade Funds Management

Main Process

 

 

 

See also

  • Trade Promotion Planning in CRM
  • Market Development Funds

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    Trade Funds Management is an intuitive and integrated solution that allows for the multi-dimensional set-up of discretionary and co-op budgets.  It provides detailed tracking of budget transfers and updates and traceability of all fund-related value flows.  There are full budget check capabilities for planning and settlements, plus full checkbook capabilities to allow insight into the funds at anytime during the funds lifecycle.  There is a central repository of trade funds utilization and full accrual management capabilities.  With all these capabilities, the SAP TPM solution allows organizations to optimally allocate trade funds and track against promotional spending.

     

    TFM is integrated into:

     

    • TPM Trade Promotion Planning
    • MDF Market Development Fund Initiatives
    • CRM Claims Management
    • ERP Financials (CO-PA, Accruals)
    • APIs to integrate external business planning and forecasting tools


    The following business goals and objectives can be achieved through the implementation of these processes:


    Business Processes

    Funds DeterminationSAP Component or Feature Available
    Funds determination allows organizations to manually or automatically assigns funds to promotional activities.  This is imperative, as tracking funds to promotional activities allow organizations insight into how they are spending promotional money and what type of returns on investments they’re getting.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Funds CheckbookSAP Component or Feature Available
    The funds checkbook summarizes at any level in the hierarchy the status of all value categories.  It is a financial report that can be visualized at any time during the lifecycle of a fund-related object to view how much has been “spent” and  how much is still available.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Funds ManagementSAP Component or Feature Available
    Funds Management is the overall process for managing funds and fund-related objects associated with promotional spending.  It oversees the integration of trade funds and trade promotions, to allow better visibility and tracking of funds allocated to promotional activities.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Funds UsagesSAP Component or Feature Available
    Fund usages hold planned and actual expenses against the fund to better manage and distribute funds to partners.  A fund usage is how funds are associated with trade promotions.  Fund consumptions are represented by fund usage objects in fund management.  Fund usages are used throughout the entire lifecycle of a fund and once closed or accrued, the unconsumed budget or accruals will be returned to the fund.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus
    Please note that the Solution Map, containing proprietary information of SAP AG, reflects SAP's current development intentions, which are subject to change. Future focus coverage may be provided by SAP or SAP partners. Check for local availability of all SAP and SAP partner solutions. ©SAP AG 2007